Make better use of your time by connecting your document workflows with SalesScreen
Connect DocHub to SalesScreen
Easily connect DocHub to SalesScreen and start working on documents straight away. Set up the integration in minutes, no tech support needed.
Edit and annotate PDFs
Edit and annotate a PDF just like a Word document. Add text, images and drawings. Highlight or whiteout information and leave comments anywhere on the document.
Sign and collect eSignatures
Sign a document yourself and invite as many people as you need to get it signed. Set any order and get notified every time your document is completed.
Build PDF forms and templates
Take a static PDF and make it fillable by adding different types of fields. Share a form with others or turn it into a reusable template so anyone can sign and complete their own copy.
Save loads of time by consolidating PDF tools in one place. Edit, annotate, and share PDFs without having to leave SalesScreen.
Finalize documents faster. Invite others to view or edit. Share fillable forms and reusable templates to quickly get the data you need.
Work confidently with DocHub's advanced security features like two-factor user authentication, document password protection, and more.
Speed up the signing process with legally-binding eSignatures, role-based workflows, and quick status alerts that keep you in the loop.
Connect your favorite applications to DocHub
How to get started and Connect your document workflows with SalesScreen
Are you getting stressed out each time you are forced to manually pull up or bring together paperwork located around various locations? We have something that will make this task significantly easier for you. With DocHub, you can edit, annotate, and eSign files and Connect your document workflows with SalesScreen in mere seconds. The best thing is that you don’t need to download any software.
Follow these simple steps to Connect your document workflows with SalesScreen:
- Sign in to your existing account or create one.
- Go to Settings and take care of the administration side of your workspace: create organization, add marketing assets, manage data security settings, etc.
- Go back to your Dashboard and click New Document.
- In your Dashboard, select SalesScreen from the importing options to launch the SalesScreen integration with DocHub.
- Pick the document you want to transfer, open it in the editor, and fill it out.
- Choose Export from the document menu and choose the SalesScreen integration with DocHub to save the completed document in SalesScreen.
- Go ahead and try other integrations available within DocHub.
Ease of use, powerful editing and signing capabilities, and versatility of integration options help DocHub stay ahead of the curve. Use our solution to enhance the quality of your forms and automate their routing between different programs. Use DocHub to Connect your document workflows with SalesScreen and and get rid of the manual and inefficient operations in your workflows!
